HighMark Wealth Management LLC

Position in IBM — International Business Machines Corp

CIK 1802451 ST. PAUL, MN

Position in IBM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$271,930

+$38,751 QoQ

Shares Held

967

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#3,071

of 3,616 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

HighMark Wealth Management LLC holds $281,503 across 5 Information Technology Services names. IBM ranks #1 (96.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	967	$271,930
2	ACN	Accenture plc	35	$4,355
3	LDOS	Leidos Holdings, Inc.	35	$3,603
4	DXC	DXC Technology Co	175	$1,548
5	KD	Kyndryl Holdings, Inc.	6	$67

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,930	967	+0.5%	Shares	Sole	2026-08-12
2026-03-31	$233,179	962	+21.9%	Shares	Sole	2026-05-06
2025-12-31	$233,709	789	+0.5%	Shares	Sole	2026-02-05
2025-09-30	$221,495	785	+0.6%	Shares	Sole	2025-10-20
2025-06-30	$229,928	780	+2.0%	Shares	Sole	2025-07-21
2024-09-30	$169,126	765	+0.8%	Shares	Sole	2024-10-17
2024-06-30	$131,269	759	+3.7%	Shares	Sole	2024-07-29
2024-03-31	$139,782	732	+2.7%	Shares	Sole	2024-04-29
2023-12-31	$116,611	713	+1.0%	Shares	Sole	2024-01-23
2023-09-30	$99,051	706	+1.1%	Shares	Sole	2023-10-18
2023-06-30	$93,399	698	+1.2%	Shares	Sole	2023-07-26
2023-03-31	$90,452	690	+1.3%	Shares	Sole	2023-04-21
2022-12-31	$95,946	681	-16.5%	Shares	Sole	2023-02-02
2022-09-30	$96,948	816	+1.4%	Shares	Sole	2022-10-21
2022-06-30	$113,657	805	+22.3%	Shares	Sole	2022-07-19
2022-03-31	$85,553	658	-2.5%	Shares	Sole	2022-04-25
2021-12-31	$90,220	675	+1.4%	Shares	Sole	2022-01-20
2021-09-30	$92,527	666	+1.2%	Shares	Sole	2021-11-01
2021-06-30	$96,456	658	+3.3%	Shares	Sole	2021-08-02
2021-03-31	$84,886	637	+1.3%	Shares	Sole	2021-04-22
2020-12-31	$79,178	629	+931.1%	Shares	Sole	2021-01-27
2020-06-30	$7,366	61	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.